Create Dimension with Values Collected from Tableau

It is recommended to use External Filters instead of Dimensions. Find more information on Tableau External Filters in this article.

PREREQUISITES:

Connectivity to Tableau:

Use Case

Use Case

If your Tableau report contains information for several Dimensions, you do not need to create a separate element for each Tableau Dimension in Metric Insights.

All you need to do is just copy Tableau Dimensions into MI. This article covers step-by-step instructions on fetching this data from Tableau.

NOTE: If a new dimension is added to this Tableau report later, it will be automatically copied to MI upon triggered data collection.

Access Admin > Collection & Storage > Data Sources

Access Admin > Data Sources

Select the plugin you plan to use as a Data Source for the future Dimension

Update the List of Tableau Reports

Update the list of Tableau Reports

Metric Insights extracts data from the Tableau server in the form of reports. Information obtained from these external reports is further used as data source for MI elements: Metrics and Reports. Tableau reports can be added in the Plugin Editor. There are two options to add reports to the plugin:

  1. Automatically: Go to the Tableau Reports List tab and [Refresh list] to collect all Tableau reports currently available at the server
  2. Manually: Update the Tableau Reports List by adding report IDs and Names one-by-one or via a CSV file

Access Content > Dimensions

Access Content > Dimensions
  1. The list with all dimensions created in the system opens.
  2. [+ New Dimension]

Define the Basics

Define the Basics
  1. Name your Dimension
  2. Specify how Dimension Values will be collected for the new Dimension. In this example, we are selecting the 'Tableau' plugin where we have updated the list of available Reports. This connection profile will help us to extract the needed values from Tableau.
  3. Define the Tableau Report to be used for creating Dimension Values in MI. Tableau plugin uses 2-level object hierarchy: [Tableau Workbook name]/ [Tableau Worksheet name]
  4. Specify a Bind Parameter name for your new Dimension. Setting this to match the column name for the data in the source system makes writing fetch commands for dimensioned element easier
  5. [Save]

The Dimension Editor opens.

Create Your Fetch Command

Create your Fetch Command

1.   You can enter the command manually

OR

2.   Use a Visual Editor and choose the required fields

Check Data and Collect Values

Check Data and Collect values

Dimension Value Grid Is Populated with Tableau Dimensions

Dimension Value Grid is populated with Tableau Dimensions

What's Next?

How to collect data from Tableau